Morgan Stanley
MS- 交易所
- NYSE
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000895421
近 90 天，Morgan Stanley 內部人申報 0 筆公開市場買進、3 筆賣出；2026 年第 2 季末有 2,745 家機構在 13F 申報持有，市值合計 $2,817 億；維京全球投資和索羅斯基金管理兩位大師持有。
2024 年第 4 季 13F 持有人
Morgan Stanley 在 2024/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,118
- 較 2024 年第 3 季 +276 家
- 持有股數
- 13.6 億
- 較 2024 年第 3 季 +1,069 萬 (+0.8%)
- 總市值
- $1,709 億
- 較 2024 年第 3 季 +$301.1 億 (+21.4%)
- 新進機構
- 358
- 另有 704 家加碼
- 清倉機構
- 82
- 另有 792 家減碼
另有 33 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MS 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,745 | $2,817 億 |
| 2026 年第 1 季 | 2,514 | $2,180 億 |
| 2025 年第 4 季 | 2,533 | $2,394 億 |
| 2025 年第 3 季 | 2,266 | $2,119 億 |
| 2025 年第 2 季 | 2,209 | $1,906 億 |
| 2025 年第 1 季 | 2,104 | $1,591 億 |
| 2024 年第 4 季 | 2,118 | $1,709 億 |
| 2024 年第 3 季 | 1,875 | $1,411 億 |
| 2024 年第 2 季 | 1,829 | $1,312 億 |
| 2024 年第 1 季 | 1,799 | $1,278 億 |
| 2023 年第 4 季 | 1,761 | $1,283 億 |
| 2023 年第 3 季 | 1,671 | $1,127 億 |
| 2023 年第 2 季 | 1,689 | $1,187 億 |
| 2023 年第 1 季 | 1,674 | $1,241 億 |
| 2022 年第 4 季 | 1,682 | $1,202 億 |
| 2022 年第 3 季 | 1,586 | $1,127 億 |
| 2022 年第 2 季 | 1,607 | $1,096 億 |
| 2022 年第 1 季 | 1,673 | $1,291 億 |
| 2021 年第 4 季 | 1,716 | $1,469 億 |
| 2021 年第 3 季 | 1,592 | $1,488 億 |
| 2021 年第 2 季 | 1,550 | $1,437 億 |
| 2021 年第 1 季 | 1,516 | $1,237 億 |
2024 年第 4 季持有機構
每家機構持有 Morgan Stanley 的股數、市值與佔組合比重；股數變化跟 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 941,053 | $1.18 億 | 0.12% | +345,261+57.9% | 加碼 |
| Clark Capital Management Group, Inc. | 934,926 | $1.18 億 | 0.82% | +99,530+11.9% | 加碼 |
| Retirement Systems of Alabama | 934,800 | $1.18 億 | 0.44% | −2,220−0.2% | 減碼 |
| Nordea Investment Management AB | 924,524 | $1.16 億 | 0.12% | −1,172,676−55.9% | 減碼 |
| DnB Asset Management AS | 919,037 | $1.16 億 | 0.50% | −8,982−1.0% | 減碼 |
| Artisan Partners Limited Partnership | 888,239 | $1.12 億 | 0.17% | −196,331−18.1% | 減碼 |
| Brandywine Global Investment Management, LLC | 866,315 | $1.09 億 | 0.79% | −67,280−7.2% | 減碼 |
| Russell Investments Group, Ltd. | 859,217 | $1.08 億 | 0.15% | −77,203−8.2% | 減碼 |
| Mackenzie Financial Corp | 856,769 | $1.08 億 | 0.15% | +551,365+180.5% | 加碼 |
| Pictet Asset Management Holding SA | 854,153 | $1.07 億 | 0.12% | +116,754+15.8% | 加碼 |
| M&T Bank Corp | 848,958 | $1.07 億 | 0.36% | +6,259+0.7% | 加碼 |
| Swedbank AB | 832,979 | $1.05 億 | 0.13% | −5,006−0.6% | 減碼 |
| Tredje AP-fonden | 829,330 | $1.04 億 | 0.94% | −403,643−32.7% | 減碼 |
| UniSuper Management Pty Ltd | 822,225 | $1.03 億 | 0.74% | +13,136+1.6% | 加碼 |
| Rokos Capital Management LLP | 813,197 | $1.02 億 | 2.22% | +813,197 | 新進 |
| Aristotle Capital Management, LLC | 813,487 | $1.02 億 | 0.20% | −13,000−1.6% | 減碼 |
| RBF Capital, LLC | 810,432 | $1.02 億 | 5.31% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 793,880 | $9,981 萬 | 0.14% | −75,790−8.7% | 減碼 |
| Storebrand Asset Management AS | 790,123 | $9,933 萬 | 0.30% | +5,918+0.8% | 加碼 |
| Jane Street Group, LLC | 789,907 | $9,931 萬 | 0.16% | +723,210+1,084.3% | 加碼 |
| Susquehanna International Group, LLP | 779,061 | $9,794 萬 | 0.15% | −195,844−20.1% | 減碼 |
| KBC Group NV | 778,930 | $9,793 萬 | 0.27% | +341,894+78.2% | 加碼 |
| APG Asset Management N.V. | 790,346 | $9,596 萬 | 0.27% | +790,346 | 新進 |
| US Bancorp | 760,919 | $9,566 萬 | 0.13% | −610.0% | 減碼 |
| Aviva PLC | 756,654 | $9,513 萬 | 0.25% | −13,890−1.8% | 減碼 |
| First Trust Advisors LP | 754,542 | $9,486 萬 | 0.08% | +14,690+2.0% | 加碼 |
| Pzena Investment Management LLC | 748,984 | $9,416 萬 | 0.32% | −1,204−0.2% | 減碼 |
| State of Wisconsin Investment Board | 730,568 | $9,185 萬 | 0.24% | +8,508+1.2% | 加碼 |
| Mariner, LLC | 727,396 | $9,145 萬 | 0.15% | +31,963+4.6% | 加碼 |
| Candriam Luxembourg S.C.A. | 707,754 | $8,898 萬 | 0.51% | +199,465+39.2% | 加碼 |
| TCW Group Inc | 699,259 | $8,791 萬 | 0.74% | −39,796−5.4% | 減碼 |
| Swiss Life Asset Management Ltd | 698,798 | $8,783 萬 | 0.65% | +344,765+97.4% | 加碼 |
| Kames Capital plc | 689,040 | $8,666 萬 | 1.14% | −30,170−4.2% | 減碼 |
| Man Group plc | 658,327 | $8,276 萬 | 0.25% | −386,475−37.0% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 656,127 | $8,249 萬 | 0.25% | −16,497−2.5% | 減碼 |
| Rathbone Brothers plc | 652,535 | $8,204 萬 | 0.40% | −112,297−14.7% | 減碼 |
| Truist Financial Corp | 631,229 | $7,936 萬 | 0.12% | −26,048−4.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 624,972 | $7,857 萬 | 0.15% | +165,162+35.9% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 621,077 | $7,808 萬 | 3.89% | −1620.0% | 減碼 |
| Royal London Asset Management Ltd | 601,272 | $7,559 萬 | 0.18% | +4,340+0.7% | 加碼 |
| Capital Fund Management S.A. | 597,386 | $7,510 萬 | 0.74% | +27,908+4.9% | 加碼 |
| Nisa Investment Advisors, LLC | 590,347 | $7,422 萬 | 0.29% | +45,201+8.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 587,689 | $7,415 萬 | 0.14% | 00.0% | 不變 |
| TD Asset Management Inc | 583,326 | $7,334 萬 | 0.06% | −5,937−1.0% | 減碼 |
| Pinebridge Investments, L.P. | 580,953 | $7,304 萬 | 0.56% | +336,179+137.3% | 加碼 |
| Asset Management One Co.,Ltd. | 572,022 | $7,250 萬 | 0.25% | +68,253+13.5% | 加碼 |
| SEI Investments Co | 564,663 | $7,099 萬 | 0.09% | +19,389+3.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 561,850 | $7,064 萬 | 0.17% | +20,181+3.7% | 加碼 |
| Treasurer of the State of North Carolina | 523,077 | $6,576 萬 | 0.26% | +3,720+0.7% | 加碼 |
| Employees Retirement System of Texas | 522,000 | $6,563 萬 | 0.56% | −137,400−20.8% | 減碼 |
| National Bank of Canada | 521,478 | $6,556 萬 | 0.08% | −580,698−52.7% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 519,512 | $6,531 萬 | 1.42% | −6,641−1.3% | 減碼 |
| Calamos Advisors LLC | 515,257 | $6,478 萬 | 0.30% | −33,211−6.1% | 減碼 |
| Ofi Invest Asset Management | 530,368 | $6,439 萬 | 1.52% | +530,368 | 新進 |
| CIBC World Markets Inc. | 511,824 | $6,435 萬 | 0.15% | +147,807+40.6% | 加碼 |
| Factory Mutual Insurance Co | 508,850 | $6,397 萬 | 0.69% | −146,400−22.3% | 減碼 |
| LGT Capital Partners Ltd. | 505,840 | $6,359 萬 | 2.42% | −157,700−23.8% | 減碼 |
| Clearbridge Investments, LLC | 500,016 | $6,286 萬 | 0.05% | −81,401−14.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 499,554 | $6,280 萬 | 0.18% | +14,283+2.9% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 493,794 | $6,208 萬 | 0.35% | +493,794 | 新進 |
| Public Employees Retirement System of Ohio | 493,376 | $6,203 萬 | 0.21% | −174,425−26.1% | 減碼 |
| Capital Advisors Inc | 491,786 | $6,183 萬 | 1.23% | +6,965+1.4% | 加碼 |
| Handelsbanken Fonder AB | 484,479 | $6,091 萬 | 0.23% | +44,456+10.1% | 加碼 |
| KLP Kapitalforvaltning AS | 483,589 | $6,080 萬 | 0.29% | +483,589 | 新進 |
| Lazard Freres Gestion S.A.S. | 470,028 | $5,909 萬 | 1.18% | −53,770−10.3% | 減碼 |
| State of Tennessee, Treasury Department | 465,438 | $5,851 萬 | 0.21% | −11,793−2.5% | 減碼 |
| Nomura Asset Management Co Ltd | 455,922 | $5,732 萬 | 0.17% | +33,819+8.0% | 加碼 |
| Pinnacle Associates Ltd | 454,945 | $5,720 萬 | 0.78% | −16,839−3.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 447,167 | $5,622 萬 | 0.23% | −4,803−1.1% | 減碼 |
| Commonwealth Equity Services, LLC | 446,628 | $5,615 萬 | 0.08% | +16,112+3.7% | 加碼 |
| Fullerton Fund Management Co Ltd. | 442,733 | $5,566 萬 | 1.94% | +435,110+5,707.9% | 加碼 |
| Gateway Investment Advisers LLC | 440,362 | $5,536 萬 | 0.62% | −5,669−1.3% | 減碼 |
| Rafferty Asset Management, LLC | 437,658 | $5,502 萬 | 0.19% | +15,308+3.6% | 加碼 |
| Donaldson Capital Management, LLC | 416,947 | $5,242 萬 | 2.00% | +400,151+2,382.4% | 加碼 |
| Trivest Advisors Ltd | 400,000 | $5,029 萬 | 2.28% | +400,000 | 新進 |
| STRS Ohio | 397,595 | $4,999 萬 | 0.20% | −16,664−4.0% | 減碼 |
| Todd Asset Management LLC | 386,686 | $4,861 萬 | 1.16% | −44,511−10.3% | 減碼 |
| Credit Agricole S A | 382,160 | $4,805 萬 | 0.16% | +68,139+21.7% | 加碼 |
| Basswood Capital Management, L.L.C. | 369,259 | $4,642 萬 | 2.71% | 00.0% | 不變 |
| Resona Asset Management Co.,Ltd. | 367,737 | $4,629 萬 | 0.27% | −20,771−5.3% | 減碼 |
| Edgar Lomax Co | 366,710 | $4,610 萬 | 2.97% | +197,165+116.3% | 加碼 |
| Fiduciary Trust Co | 352,679 | $4,434 萬 | 0.59% | −13,563−3.7% | 減碼 |
| Arizona State Retirement System | 351,392 | $4,418 萬 | 0.27% | +1,913+0.5% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 348,024 | $4,375 萬 | 0.83% | −11,672−3.2% | 減碼 |
| Erste Asset Management GmbH | 344,853 | $4,355 萬 | 0.53% | −97,423−22.0% | 減碼 |
| State of Michigan Retirement System | 336,726 | $4,233 萬 | 0.22% | −2,500−0.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 336,005 | $4,224 萬 | 0.37% | −144,200−30.0% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 335,603 | $4,219 萬 | 0.10% | +156,477+87.4% | 加碼 |
| Teewinot Capital Advisers, L.L.C. | 330,630 | $4,157 萬 | 4.24% | −278,624−45.7% | 減碼 |
| MetLife Investment Management | 329,959 | $4,148 萬 | 0.23% | +4,394+1.3% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 327,295 | $4,115 萬 | 2.36% | +2,819+0.9% | 加碼 |
| Public Sector Pension Investment Board | 321,849 | $4,046 萬 | 0.17% | +104,453+48.0% | 加碼 |
| Nearwater Capital Markets, Ltd | 321,773 | $4,045 萬 | 1.15% | +321,773 | 新進 |
| Comerica Bank | 317,150 | $3,987 萬 | 0.16% | −22,658−6.7% | 減碼 |
| Vontobel Holding Ltd. | 314,587 | $3,955 萬 | 0.14% | −42,067−11.8% | 減碼 |
| Chilton Capital Management LLC | 313,767 | $3,945 萬 | 1.66% | +680+0.2% | 加碼 |
| Janney Montgomery Scott LLC | 313,525 | $3,942 萬 | 0.11% | −3,714−1.2% | 減碼 |
| Forsta Ap-Fonden | 313,163 | $3,937 萬 | 0.28% | +23,300+8.0% | 加碼 |
| GW&K Investment Management, LLC | 311,558 | $3,917 萬 | 0.33% | −7,250−2.3% | 減碼 |
| Oppenheimer Asset Management Inc. | 306,137 | $3,849 萬 | 0.47% | −47,121−13.3% | 減碼 |